Cornerstone Wealth Management, LLC
Position in LNC — Lincoln National Corp
CIK 1674117
ST. PETERS, MO
Position in LNC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$775,472
-$6,841 QoQ
Shares Held
21,937
-0.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#247
of 614 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $9,582,571 across 5 Insurance - Life names. LNC ranks #3 (8.1% of the industry book) .
All Filings in LNC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,472 | 21,937 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $782,313 | 22,037 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,003,082 | 22,526 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,075,641 | 26,671 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $953,714 | 27,564 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $991,403 | 27,608 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $954,756 | 30,109 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $912,214 | 28,950 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $900,189 | 28,945 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $774,206 | 24,247 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $593,528 | 22,007 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $403,212 | 16,331 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $267,388 | 10,380 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||